Podcast Episodes
Back to Search
Broyhill Asset Management's Chris Pavese on $AVTR, pick and shovel play for life sciences
Christopher Pavese, President & Chief Investment Officer at Broyhill Asset Management, joins the podcast to discuss Avantor, Inc. (NYSE: AVTR), a lea…
2 years ago
Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in 2024
Derek Pilecki, CFA, Managing Member and Portfolio Manager at Gator Capital Management, joins the podcast to have a general conversation about the Fin…
2 years ago
Plural Investing's Chris Waller shares thesis on industrial roll-up compounder, TerraVest $TVK.TO
Chris Waller, Founder and CIO at Plural Investing, joins the podcast to discuss his thesis on TerraVest Industries Inc. (TSX: TVK), a manufacturer of…
2 years ago
Speedwell Research's Drew Cohen shares thesis on FinTwit favorite, Constellation Software $CSU.TO
Drew Cohen from Speedwell Research, joins the podcast to discuss his thesis on Constellation Software (TSX: CSU), who acquires, manages and builds ve…
2 years ago
Chris DeMuth's State of the Markets February 2024
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this February 2024 edition, Chris shares his thoughts on New ETF $BO…
2 years ago
Aurora Financial's Austin Crites on getting comfortable with The Lovesac Company $LOVE
Austin Crites, CIO at Aurora Financial Strategies, joins the podcast to discuss his thesis on The Lovesac Company (NASDAQ: LOVE), the home furnishing…
2 years ago
Oxy Capital's Pedro Sousa thesis on high quality, low cost gym facilities in the UK $GYM.L
Pedro Sousa, Principal at Oxy Capital, joins the podcast to discuss his thesis on The Gym Group plc (LSE: GYM) - founded in 2007, the Gym Group is th…
2 years, 1 month ago
Bireme Capital's Evan Tindell on British American Tobacco $BTI and tobacco's inflection point
Evan Tindell, CIO of Bireme Capital, joins the podcast for his fourth time to discuss his thesis on British American Tobacco p.l.c. (NYSE: BTI), the …
2 years, 1 month ago
The Science of Hitting's Alex Morris dissects "Letting Winners Run" philosophy and strategy
Alex Morris, Founder of TSOH Investment Research, returns to Yet Another Value Podcast for the fourth time to discuss his recent article, "Letting Wi…
2 years, 1 month ago
Chris DeMuth's State of the Markets January 2024
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this January 2024 edition, Chris discusses anti-trust, Spirit decisi…
2 years, 1 month ago